Case 3

Case Study 3: Retail Chain Expansion Planning

Client

A regional retail chain with $80M in annual revenue looking to expand nationally.

Challenge

The company wanted to scale quickly but was uncertain about the financial risks and required investment for nationwide expansion.

CFO Services Provided:

Financial Modeling:
The CFO developed a detailed financial model projecting the cost of expansion, including new store openings, marketing, and operational costs.
Funding Strategy:
Helped the company secure a combination of debt and equity funding to support the expansion.
Risk Management:
Provided strategic advice on managing the risks of expansion, such as market saturation and supply chain logistics.
Financial Forecasting:
Created a long-term financial forecast to ensure profitability during and after the expansion phase.
Outcome:
The company successfully expanded into five new states, secured $10M in funding, and achieved a 20% increase in revenue within two years.